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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
即時揭露
2026年第3季的投資組合揭露目前正在進行,並將於11月16日截止。 截至目前,已有4,646檔基金(占~52%)揭露其持股。 基金向監管機關提交申報資料後,下方資料會即時更新。
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
TandemGrowth Financial Advisors
Alpharetta,
Georgia
| US$1.23億 | +US$21.1萬 | +0.2% | 1.26% | – | 28 | 10.71% | 0.7 |
|
| 4202 |
4202
Gallacher Capital Management
Lone Tree,
Colorado
| US$1.22億 | -US$5598萬 | -31% | 3.26% | 82.8% | 298 | 43.62% | 2.1 |
|
| 4203 |
4203
Hanseatic Management Services
Albuquerque,
New Mexico
| US$1.22億 | -US$1387萬 | -10% | 1.73% | – | 113 | 46.02% | 0.8 |
|
| 4204 |
4204
Hicks Capital Management
Columbus,
Ohio
| US$1.22億 | US$0 | 0% | 0.94% | – | 39 | 0% | 1 |
|
| 4205 |
4205
Wealth Advisory Team
Bellevue,
Kentucky
| US$1.22億 | -US$106萬 | -0.9% | 0.97% | – | 41 | 9.76% | 1.1 |
|
| 4206 |
4206
Hobbs Wealth Management
Zionsville,
Indiana
| US$1.22億 | +US$358萬 | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 4207 |
4207
Crescent Sterling
Metairie,
Louisiana
| US$1.22億 | +US$1007萬 | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 4208 |
LCS
4208
Luma Capital SA
Luxembourg,
| US$1.22億 | +US$965萬 | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 4209 |
4209
Portus Wealth Advisors
Charlotte,
North Carolina
| US$1.22億 | +US$11.4萬 | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|
| 4210 |
4210
Lotus Asset Management
Nashville,
Tennessee
| US$1.22億 | +US$852萬 | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
| 4211 |
4211
ETF Store
Overland Park,
Kansas
| US$1.22億 | +US$200萬 | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
| 4212 |
4212
SFI Advisors
Montclair,
New Jersey
| US$1.22億 | +US$562萬 | +5% | 2.07% | 95.9% | 65 | 15.38% | 2.4 |
|
| 4213 |
4213
DB Fitzpatrick & Co
Boise,
Idaho
| US$1.21億 | -US$226萬 | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|
| 4214 |
4214
Montgomery Financial Services
Ocean City,
Maryland
| US$1.21億 | +US$638萬 | +6% | 0.78% | – | 383 | 16.19% | 0.2 |
|
| 4215 |
ASCM
4215
Adkins Seale Capital Management
Shreveport,
Louisiana
| US$1.21億 | +US$890萬 | +8% | 1.94% | – | 242 | 4.55% | 0.7 |
|
| 4216 |
4216
Hardworking Capital Advisors
Palm Desert,
California
| US$1.21億 | -US$119萬 | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
| 4217 |
4217
Wall Capital Group
Phoenix,
Arizona
| US$1.21億 | -US$99.4萬 | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
| 4218 |
4218
North Forty Two & Co
Lake Oswego,
Oregon
| US$1.21億 | +US$331萬 | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
| 4219 |
4219
Forteris Wealth Management
Armonk,
New York
| US$1.21億 | -US$128萬 | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
| 4220 |
4220
Investment Insight Wealth Management
North Massapequa,
New York
| US$1.21億 | +US$551萬 | +5% | 7.46% | – | 45 | 4.44% | 0.6 |
|
| 4221 |
4221
MKD Wealth Coaches
Troy,
Michigan
| US$1.21億 | +US$387萬 | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
| 4222 |
4222
3 Factor Indexing
Sacramento,
California
| US$1.21億 | +US$270萬 | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
| 4223 |
4223
Portfolio Resources Advisor Group
Coral Gables,
Florida
| US$1.21億 | +US$259萬 | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|
| 4224 |
4224
Drum Hill Capital
Westport,
Connecticut
| US$1.21億 | +US$2280萬 | +23% | 9.07% | – | 49 | 12.24% | 1.4 |
|
| 4225 |
AIM
4225
Axiom Investment Management
New York
| US$1.21億 | -US$2887萬 | -19% | 1.07% | – | 544 | 50.55% | 1.3 |
|